Why was the JBS Group established?

In 2013, the JBS Group was established by two like-minded independent groups to share and develop investment, tax and planning strategies to enhance services for the benefit of our clients.

Through the sharing of knowledge and experience we continue to create innovative ideas and solutions all in support of our unique comprehensive planning process. We are committed to helping each other remain independent for the benefit of our current and future clients.

Our clients benefit from the value of independent advice and in today’s financial world it is becoming more difficult for advisory firms to remain independent.

Both groups are associated with Worldsource Securities Inc. (WSI), a national introducing investment dealer. WSI is the securities broker of Worldsource Wealth Management. WSI operates its branch network on the Agency Model, under which investment advisors are permitted more independence than traditionally afforded. WSI is a Guardian Capital company.